Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
AdminMarissa McGuirk
(Customer Success Associate, PandaDoc)
shared this idea
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Daniel Finamore
commented
This is Critical. We need to be able to update all Template Settings at once.
Templates should be able to follow default settings, and we should be able to update all of them with one swift motion. Similar to how your Design tab works. I can have a saved settings option and when I make changes, and publish that change, all documents with the Default Design settings update accordingly.
We should be able to update our Templates in the same way through settings. Ie the ability to Download needs to be re-added to my templates. I now have to open each template we have, one-by-one, and make the necessary adjustments.
It would be nice if I could just set default settings, update the default settings, and have all changes apply to the template under those settings.
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Nick Tan
commented
Users changing to the document editor 2.0 need option to bulk update templates and documents currency as it seems to automatically change to the default USD